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He will focus on developing relationships with institutional investors and advisory partners.
A Pennsylvania plan’s cio and executive director have announced upcoming retirements.
A Western health trust fund has posted an RFP for investment consulting services.
The plan decided to fully redeem its core real estate investment.
At least one nonprofit client of a recently acquired investment advisor has agreed to maintain its relationship with the firm.
The foundation is searching for a senior manager of foundation finance and operations to oversee its assets, including its more than $20 million investment portfolio.
A health plan based in the Midwest retained its actuarial and investment consultant services provider and its banking and investment services provider this summer.
A university based in the Midwest approved divesting its endowment from fossil fuel holdings during its board of trustees meeting this month.
Many endowments plan to increase their allocations to diverse-owned managers and make ESG and impact investing a priority next year, according to a new survey.